Manage customers window - Orders tab

From Customers, select Manage customers, find customer record, and select Orders tab

New Order

Opens the Enter and edit orders window. When you click New on the Enter and edit orders window, the system automatically populates the Bill to ID and Tax Authority fields on the Overview tab and the information on the Ship to Info tab with the customer's information.

History

Used to toggle between viewing current and historical order activities for this customer record. In Current view, all open orders display at the top of the grid with all completed orders at the bottom. Within each group of orders (open and completed), the orders sort by date and then by order number in descending order (so the newest orders display at the top of the grid).

To view orders

  1. Open a customer's record in the Manage customers window.
  2. Select the Orders tab.
  3. Double-click the gray box to the left of the Date field to open the Order Entry window.
  4. Review the information on the Order Entry window, and close the window.

To view an order activity record

  1. Select the Orders tab.
  2. Click History to view the order activity records for the customer.
  3. Double-click the gray box to the left of the Transaction Date field to open the Activity Detail window for the order activity.